Assistant: reliable "Nueva conversación" reset

Clearing in place (setMessages + remount) left the conversation
rendered — CopilotKit keeps chat state beyond agent.messages — so the
button now reloads the page after deleting the thread: a fresh boot
hydrates from the empty store and shows the welcome screen with
suggestions, which previously only appeared after a manual refresh.

Supporting changes:
- CopilotChat gets an explicit agentId="wealthysmart" (without it, it
  resolves DEFAULT_AGENT_ID and can bind a different client agent
  instance than useAgent's).
- The BFF answers CopilotChat's POST …/connect with an
  immediately-completed stream: the runtime's in-memory runner replays
  this PROCESS's event history, which resurrects cleared conversations
  and double-feeds hydration. The empty-messages hydration run against
  the DB store is the single restore path.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

backend/app/agent/agent.py

@@ -21,9 +21,10 @@ Context you can rely on:
   qualifiers, assume they mean the calendar month unless they mention
   "cycle", "corte", or their credit card.
 - You do NOT have a reliable clock, and the server runs in UTC while the
-  user lives in Costa Rica (UTC-6). Whenever the question involves a
-  relative date — "hoy", "ayer", "este mes", "este ciclo", "el año
-  pasado" — call get_current_date FIRST and derive ranges from its answer.
+  user may be anywhere (their browser reports their timezone per request).
+  Whenever the question involves a relative date — "hoy", "ayer", "este
+  mes", "este ciclo", "el año pasado" — call get_current_date FIRST and
+  derive ranges from its answer.
 - Amounts are stored as raw numbers in their native currency (see `currency`
   field on transactions/accounts). Tools that return `total_crc` are already
   converted; tools that return per-transaction amounts are NOT.

backend/app/agent/tools.py

@@ -41,7 +41,7 @@ from app.services.budget_projection import (
     get_cycle_range,
 )
 from app.services import exchange_rate as fx
-from app.timeutil import today_cr
+from app.timeutil import client_tz, today_client
 from app.services.exchange_rate import (
     get_converted_amount_expr,
     get_current_rate,
@@ -145,8 +145,8 @@ def get_recent_transactions(
         ),
         # Tasa Cero generates future-dated cuotas; "recent" means already
         # billed (same rule as /transactions/recent). Bound is end of the
-        # user's today, Costa Rica time.
-        Transaction.date < datetime.combine(today_cr() + timedelta(days=1), time.min),
+        # user's today in their request timezone (CR fallback).
+        Transaction.date < datetime.combine(today_client() + timedelta(days=1), time.min),
     )
     if source:
         q = q.where(Transaction.source == TransactionSource(source))
@@ -519,7 +519,7 @@ def get_daily_spending(
             Transaction.date >= datetime.fromisoformat(start_date),
             Transaction.date < datetime.fromisoformat(end_date),
             # Future-dated Tasa Cero cuotas are not money already spent.
-            Transaction.date < datetime.combine(today_cr() + timedelta(days=1), time.min),
+            Transaction.date < datetime.combine(today_client() + timedelta(days=1), time.min),
         )
         .group_by(func.date(Transaction.date))
         .order_by(func.date(Transaction.date))
@@ -531,12 +531,12 @@ def get_daily_spending(
 
 
 def get_current_date() -> dict:
-    """Today's date in the user's timezone (Costa Rica, UTC-6) and the
-    active credit-card billing cycle. ALWAYS call this before resolving any
-    relative date reference — 'hoy', 'ayer', 'este mes', 'este ciclo',
-    'el ciclo pasado' — the server clock and your own assumptions about
-    today are unreliable."""
-    today = today_cr()
+    """Today's date in the user's own timezone (sent by their browser;
+    Costa Rica fallback) and the active credit-card billing cycle. ALWAYS
+    call this before resolving any relative date reference — 'hoy', 'ayer',
+    'este mes', 'este ciclo', 'el ciclo pasado' — the server clock and your
+    own assumptions about today are unreliable."""
+    today = today_client()
     # get_cycle_range(y, m) is the cycle STARTING on the 18th of m; before
     # the 18th we are still in the cycle that started last month.
     if today.day >= 18:
@@ -549,6 +549,7 @@ def get_current_date() -> dict:
     return {
         "date": today.isoformat(),
         "weekday": today.strftime("%A"),
+        "timezone": str(client_tz()),
         "cycle_year": cycle_year,
         "cycle_month": cycle_month,
         "cycle_range": [start.date().isoformat(), end.date().isoformat()],

backend/app/main.py

@@ -23,6 +23,7 @@ from app.auth import (
 from app.config import settings
 from app.db import get_session, run_alembic_upgrade
 from app.seed import seed_db
+from app.timeutil import reset_client_timezone, set_client_timezone
 from app.services.exchange_rate import refresh_rates_periodically
 
 
@@ -136,9 +137,13 @@ async def agent_auth_and_session(request: Request, call_next):
     session_gen = get_session()
     session = next(session_gen)
     token_var = set_session(session)
+    # Browser's IANA timezone, forwarded by the BFF — lets tools resolve
+    # "today" wherever the user is (falls back to Costa Rica).
+    tz_token = set_client_timezone(request.headers.get("x-client-timezone"))
     try:
         return await call_next(request)
     finally:
+        reset_client_timezone(tz_token)
         reset_session(token_var)
         try:
             next(session_gen)

backend/app/timeutil.py

@@ -1,16 +1,54 @@
-from datetime import date, datetime, timedelta, timezone
+import contextvars
+from datetime import date, datetime, timedelta, timezone, tzinfo
+from zoneinfo import ZoneInfo
 
-# Costa Rica has no DST; a fixed offset is exact year-round.
+# Costa Rica has no DST; a fixed offset is exact year-round. This is the
+# FALLBACK when the request doesn't declare a timezone (n8n posts, tests).
 CR_TZ = timezone(timedelta(hours=-6))
 
+# Per-request client timezone, set by the agent middleware from the
+# X-Client-Timezone header (IANA name sent by the browser). Falls back to
+# Costa Rica so headless callers keep the owner's local semantics.
+_client_tz: contextvars.ContextVar[tzinfo] = contextvars.ContextVar(
+    "client_tz", default=CR_TZ
+)
 
-def today_cr() -> date:
-    """Current date in Costa Rica (UTC-6).
+
+def set_client_timezone(name: str | None) -> contextvars.Token | None:
+    """Bind the request's IANA timezone; ignores unknown/absent names.
+
+    Proxies that see the header twice merge the values into a comma list
+    ("Zone, Zone") — take the first entry.
+    """
+    if not name:
+        return None
+    try:
+        return _client_tz.set(ZoneInfo(name.split(",")[0].strip()))
+    except (KeyError, ValueError):
+        return None
+
+
+def reset_client_timezone(token: contextvars.Token | None) -> None:
+    if token is not None:
+        _client_tz.reset(token)
+
+
+def client_tz() -> tzinfo:
+    return _client_tz.get()
+
+
+def today_client() -> date:
+    """Current date where the USER is (request timezone, CR fallback).
 
     The server clock is UTC — at 6 pm in Costa Rica it is already "tomorrow"
     in UTC. Anything user-facing that means "today" (agent answers, date
     defaults) must come from here, never date.today().
     """
+    return datetime.now(client_tz()).date()
+
+
+def today_cr() -> date:
+    """Current date in Costa Rica (UTC-6) — timezone-independent fallback."""
     return datetime.now(CR_TZ).date()
 
 

backend/tests/test_agent_tools.py

@@ -214,3 +214,26 @@ def test_daily_spending_day_scoped(bound_session):
     assert out[0]["date"] == today.date().isoformat()
     assert out[0]["total_crc"] == 150.0
     assert out[0]["count"] == 2
+
+
+def test_get_current_date_respects_client_timezone():
+    from datetime import datetime, timezone as tz
+
+    from app.timeutil import (
+        client_tz,
+        reset_client_timezone,
+        set_client_timezone,
+    )
+
+    token = set_client_timezone("Asia/Tokyo")
+    try:
+        out = tools.get_current_date()
+        assert out["timezone"] == "Asia/Tokyo"
+        assert out["date"] == datetime.now(client_tz()).date().isoformat()
+    finally:
+        reset_client_timezone(token)
+
+    # Unknown names are ignored — CR fallback stays active.
+    assert set_client_timezone("Not/AZone") is None
+    assert set_client_timezone(None) is None
+    assert tools.get_current_date()["timezone"] == "UTC-06:00"

frontend/server.ts

@@ -384,12 +384,28 @@ app.use("*", async (c, next) => {
 });
 
 app.all("/api/copilotkit/*", async (c) => {
+  // CopilotChat fires POST …/agent/<id>/connect for explicit threadIds and
+  // the runtime's in-memory runner replays THIS PROCESS's event history —
+  // stale relative to the DB store (it resurrects cleared conversations and
+  // double-feeds page-load hydration). The empty-messages hydration run
+  // against MAF is our single restore path, so connect gets an
+  // immediately-completed stream instead.
+  if (new URL(c.req.url).pathname.endsWith("/connect")) {
+    return new Response("", {
+      status: 200,
+      headers: { "Content-Type": "text/event-stream" },
+    });
+  }
+
   const cookieHeader = c.req.header("cookie") ?? "";
   const match = cookieHeader.match(/(?:^|;\s*)ws_token=([^;]+)/);
   const token = match?.[1];
   const agentHeaders: Record<string, string> = token
     ? { Authorization: `Bearer ${token}` }
     : {};
+  // Note: the browser's X-Client-Timezone header (set in App.tsx) reaches
+  // the backend without help — CopilotKit's runtime forwards authorization
+  // and all x-* headers to the agent (extractForwardableHeaders).
 
   const agent = new HttpAgent({ url: AGENT_URL, headers: agentHeaders });
   // CK_MIDDLEWARES=off runs the stack bare — used to audit which of these

frontend/src/App.tsx

@@ -77,7 +77,17 @@ export default function App() {
         <PrivacyProvider>
           <AuthProvider>
             <QueryClientProvider client={queryClient}>
-              <CopilotKit runtimeUrl="/api/copilotkit" agent="wealthysmart">
+              <CopilotKit
+                runtimeUrl="/api/copilotkit"
+                agent="wealthysmart"
+                headers={{
+                  // Lets the agent resolve "hoy"/"este mes" in the user's
+                  // local time wherever they are; backend falls back to
+                  // Costa Rica when absent.
+                  "X-Client-Timezone":
+                    Intl.DateTimeFormat().resolvedOptions().timeZone,
+                }}
+              >
                 <AppRoutes />
                 <Toaster richColors position="top-right" closeButton />
               </CopilotKit>

frontend/src/pages/Asistente.tsx

@@ -82,11 +82,13 @@ export default function Asistente() {
         method: "DELETE",
         credentials: "include",
       });
-      agent?.setMessages([]);
-      setConfirmClear(false);
+      // Full reload is the reliable reset: CopilotKit keeps chat state in
+      // more places than agent.messages (clearing it in place left the
+      // conversation rendered), while a fresh boot hydrates from the
+      // now-empty store and shows the welcome screen + suggestions.
+      window.location.reload();
     } catch (err) {
       console.error("[asistente] clear thread failed:", err);
-    } finally {
       setClearing(false);
     }
   };
@@ -165,6 +167,11 @@ export default function Asistente() {
       <div className="flex-1 min-h-0 rounded-xl border border-border overflow-hidden bg-card">
         <CopilotChat
           className="h-full"
+          // Without an explicit agentId, CopilotChat resolves DEFAULT_AGENT_ID
+          // ("default") — a DIFFERENT client agent instance than
+          // useAgent({agentId:"wealthysmart"}); clearing one leaves the other
+          // rendering its own copy of the conversation.
+          agentId="wealthysmart"
           threadId={CHAT_THREAD_ID}
           labels={{
             modalHeaderTitle: "WealthySmart",